Docs/Core concepts

Sources

Sources provide the records, knowledge and tool descriptions in a Workspace.

Three source types

TypePurposeAvailable connection
SOPRules and proceduresTXT, Markdown, CSV, JSON or public text URL
DataBusiness recordsCSV, JSON, text files or public HTTPS snapshot
MCPSystem capabilitiesPublic Streamable HTTP tool discovery

Current and historical sources

Open the connected context token, then select Update this source. Uploading or reconnecting that context item replaces its current source. Future questions and enabled Runs use the new snapshot. Earlier saved source versions remain available through their historical evidence links.

Sources do not refresh simply because the originating file or application changes. Upload or reconnect the context item to refresh it.

Inspect a source

Open Sources in the Workspace sidebar, then select a source. Review its text and connection time. Open source retrieves the saved file or text snapshot.